Tax Preparer, 111 (Lead) Resume Example
Highly motivated, multi-talented and diversified business professional with over 25 years in the financial services industry. Proven success in leadership, operational excellence and organizational development, with a keen understanding of the banking and life insurance industry. Five successful years in individual tax return preparation within a fast-paced, high volume environment. Skilled in generating new business based on an unrelenting focus on personalized relationship building with clients.
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Company Name – City, State
- Manage assigned location.
- Interview clients to collect information and gather paperwork prior to preparing tax returns.
- Review clients tax documents to determine eligibility for additional tax credits or deductions.
- Maintain complete records of client tax returns and supporting documentation in secured areas.
- Offer clients recommendations to reduce tax liabilities.
- Pursue policies and procedures to promote client retention.
Company Name – City, State
- Plan lessons for one-hour duration, to strengthen weak subjects and build skills on stronger ones.
- Collaborate with students to complete homework assignments, identify lagging skills and correct weaknesses.
- Structure activities towards interactive learning, such as, word analysis, reading understanding and fluency skills.
- Consult with parents on progress and concerns.
Company Name – City, State
- Scheduled appointments and consultations with prospective clients, to determine needs and financial situations.
- Sold policies to new and existing clients.
- Up-sold additional products and services to existing clients.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Conducted group meetings of over 100 people to cultivate new business opportunities.
- Collected premiums and addressed client's needs and concerns.
- Organized and collected medical specimens to comply with underwriting requirements.
Company Name – City, State
- Obtained patient's medical history, weight, temperature and blood pressure.
- Assisted with routine checks and collection and processing of specimens.
- Prepared blood, urine, stool and sputum lab specimens for diagnostic evaluation.
- Administer vaccinations as ordered by physician.
- Maintained detailed information of test results, and called patients with negative results.
- Referred positive lab test results to physician to speak with patients.
- Sanitized, restocked and organized exam rooms and medical equipment.
Keiser University - City, State
- Graduated with 4.0 GPA
- Graduated cum laude
- Recipient of Keiser University Scholarship
- Recipient of Keiser University Scholarship.
- Member of Phi Theta Kappa.
- Dean's List (All semester's 2004-2008.
- Graduated with 3.90 GPA.
- Graduated cum laude.
- Class Valedictorian (2008).
- Pursuing Associates of Arts degree (Expected graduation date June 2021)
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Resume Overview
School Attended
- Keiser University
- Gwinnett Technical College
Job Titles Held:
- Tax Preparer, 111 (Lead)
- Tutor
- Life Insurance Sales Agent
- Medical Assistant
Degrees
- MBA : International Business , 06/2009
Bachelor of Arts : Criminal Justice
Associate of Arts : Accounting
